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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+36
Holders Change %
+8.74%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
77
Increased
152
Reduced
155
Closed
34
Calls
$14.7M
Puts
$6.79M
Net Calls
+$7.86M
Net Calls Change
+$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$119M
2
Morgan Stanley
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
Northern Trust
Illinois
$77.6M
5
Barclays
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
401
Byrne Asset Management
New Jersey
$10.5K – – –
NFSG
402
Newbridge Financial Services Group
Florida
$10.3K -$10.3K -100 -50%
TPCW
403
TD Private Client Wealth
New York
$10.3K -$2.78K -27 -21%
BBHC
404
Brown Brothers Harriman & Co
New York
$10.3K – – –
Group One Trading
405
Group One Trading
Illinois
$10.3K – – –
MCM
406
MV Capital Management
Maryland
$9.17K -$412 -4 -4%
TWP
407
TFO Wealth Partners
Ohio
$9.07K – – –
GKIM
408
GW&K Investment Management
Massachusetts
$9K +$434 +4 +5%
BTI
409
Blue Trust Inc
Georgia
$9K +$6.8K +71 +309%
VWM
410
Venturi Wealth Management
Texas
$8.66K +$1.24K +12 +17%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$8.66K -$412 -4 -5%
DI
412
DAGCO Inc
Ohio
$8.04K +$8.04K +78 New
DWS
413
Dynamic Wealth Strategies
California
$8.04K +$8.04K +78 New
SAM
414
Smartleaf Asset Management
Massachusetts
$6.85K +$6.85K +65 New
SWM
415
Spire Wealth Management
Virginia
$6.84K -$101 -1 -1%
TCWA
416
Turtle Creek Wealth Advisors
Texas
$6.8K +$6.8K +66 New
AAP
417
Arax Advisory Partners
Colorado
$6.69K -$6.38K -62 -49%
FFL
418
Financial Freedom LLC
Ohio
$6.36K +$103 +1 +2%
LC
419
Lindbrook Capital
California
$6.18K +$3.3K +32 +114%
BIA
420
Bell Investment Advisors
California
$5.98K -$824 -8 -12%
HNB
421
Huntington National Bank
Ohio
$5.8K -$30.4K -293 -84%
AWM
422
Atticus Wealth Management
Florida
$5.15K – – –
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$5.05K – – –
PTC
424
Private Trust Company
Ohio
$4.02K -$618 -6 -13%
GWS
425
Glassman Wealth Services
Virginia
$3.61K -$14.1K -137 -80%
15 16
17
18 19